Print Destination Configuration

Use this option to designate the printers and trays that should be used for the first page and subsequent pages when employees perform the Print Cheques, Reprint Cheques, and Distribute Document Batch workflows. Setting these defaults saves users times selecting the correct printer and trays and help to ensure that the items print correctly.

If the specified printer is not functional at the time that the employee prints cheques or a document batch, the default printer defined in Windows for the employee’s station will be used for that instance only. If the selected tray is not functional at the time that the employee prints, the next available tray will be used for that instance only.

You can only access this screen if Applied Epic is installed locally on your computer. If you access Epic through a web browser such as Google Chrome, Mozilla Firefox, or Microsoft Edge, you cannot configure default printers. Instead, users select from the printing options available in their web browsers, and many printing workflows provide a downloadable file for users to print locally.

1. From the Home screen, do one of the following:
   
   • Click Configure on the navigation panel.
   • Click Areas > Configure on the menubar.
   • Click the down arrow next to Home on the options bar and select Configure.

   From any other area of the program, do one of the following:

   • Click the down arrow to the right of Home on the options bar and select Configure.
   • Click Home > Configure on the menubar.
2. Click User Options > Print Destination on the navigation panel.
3. Your employee code defaults in the Employee to edit field. If you are not an Enterprise Admin, you may only be allowed to edit settings for your own employee code or employees with whom you have a relationship defined in employee detail.
4. To select a different employee to edit, do the following:
1. Enter the lookup code of the Employee to edit, or click the lookup button to locate the employee.
   1. To narrow the list of Available Employees, use the filter above the list.

   

   These are the choices in the first dropdown menu:

   • Lookup Code
   • Name
   • Department
   • Job Title

   The following choices are available in the second dropdown menu:

   • Equals: Enter the search criterion (e.g., the full name or department) in the field to the right. Click Find.
   • Contains: Enter at least one letter of the search criterion (e.g., part of the full name or department) in the field to the right. Click Find.

   2. Select the employee you want to edit.
   3. Click Finish.
5. Select the job you want to configure in the Print Destination list.
• Print/Reprint Cheques

  Depending on the cheque layout used, overflow pages may print when the amount of detail for a cheque exceeds a single page. Designating different trays for the cheques and the overflow pages keeps the overflow pages separate from the actual cheques and allows you to use a different type of paper for the overflow pages, saving your cheque stock.

  1. Click the Edit button to the left of the list.
  2. In the Destination frame, select Default print destination (meaning that the cheques print to the user’s default printer/tray) or Specify print destination (to designate a specific location where the cheques will print). If you selected Specify print destination, do the following:
  1. Select the Printer where the cheques will be sent. This dropdown menu populates with all printers installed on the employee’s station.
  2. If more than one tray exists for the selected printer, select the Check tray and Overflow tray from the dropdown menus in the Trays frame.
  3. Click Finish to apply the settings.
     
     Click Cancel to discard your changes.
• Distribute Document Batch

  When you are merging a document, you may want to print the cover page on a different type of paper than the remainder of the document. To do so, you can designate different printer trays for the first page and the other pages of the document.

  If the Use first page paper tray from print destination user settings checkbox is selected for a template in Attachment Template Configuration, the system will use the trays you specify here to print documents based on that template.

  1. Click the Edit button  to the left of the list.
  2. In the Destination frame, select Default print destination (meaning that the documents print to the user’s default printer/tray) or Specify print destination (to designate a specific location where the documents will print). If you selected Specify print destination, do the following:
  1. Select the Printer where the documents will be sent. This list populates with all printers installed on the employee’s station.
  2. If more than one tray exists for the selected printer, select trays for the First page and Other Pages from the dropdown menus in the Pages frame.
  3. Click Finish to apply the settings.
     
     Click Cancel to exit the screen without applying changes.
6. If applicable, copy the settings for the selected job to one or more other employees. If you want all cheques and/or document batches to print to the same location, you can copy a single destination to all employees, provided you have rights to edit their settings.
   
   Before copying settings, confirm that the printers you are copying are installed on the employees’ workstations. If they are not, employees who have security access to change printers during that job will be prompted to select a different printer, and employees who do not have security access to change printers will be unable to print.
   
   To copy the current settings to another employee, do the following:
1. Click Actions > Copy Settings To on the options bar or menubar. The Select Employees screen displays.
2. The employees you have rights to edit display in the Available list. To filter the list, use the Search where bar to enter search criteria and click Find. If necessary, click a column heading to sort the list of employees by a different criterion. Click the column heading again to sort in the reverse order.
3. Highlight the employee(s) to whom you want to copy settings and click the down arrow to move them to the Selected list. To select multiple employees, press [Ctrl] while clicking. To select a range of employees, press [Shift] while clicking. You can also use the double down arrow to move all Available employees to the Selected list.
   
   Use the up arrow and double up arrow to move Selected employees back to the Available list.
4. Click Finish to apply the settings, or Cancel to discard changes